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Thursday, October 18, 2018 Live

Current Developments and Best Practices for Today's CFOs and Controllers (E1810133)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in MT

OVERVIEW

In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the organization’s success. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This reality has proven to be even more true with the advent of COVID-19. This course is designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade, and also redesigned to concentrate on what we have learned from the pandemic. Another unique aspect of this course is its constant evolution. We know change is occurring at an exponential rate, and that has proven to be the case in all areas of finance, management, and leadership over the past year. The course deals with these new issues and will continue to be updated as necessary throughout the year.

DESIGNED FOR

CFOs, controllers and finance professionals

BENEFITS

  • Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals
  • Understand how domestic and global economic conditions could impact the organization
  • Lead the organization into the rapidly changing decade
  • Apply what we have learned from the COVID-19 pandemic for a positive impact on the organization
  • Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course

HIGHLIGHTS

  • Economic update
  • Leadership and management changes as a result of the pandemic
  • Expense control that works.
  • Understanding our changing workforce and working environment
  • Financial risk analysis
  • Enterprise risk management
  • Metrics and benchmarking
  • Improving bank relationships and borrowing

COURSE LEVEL

Update

PREREQUISITES

Experience in financial management of a small or midsize company

ADVANCE PREPARATION

None

Help Feed Those in Need

  • The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.

INSTRUCTOR

Carl Shultz

Carl F. Shultz, CPA, M.B.A., CGMA

Surgent Professional Education

Carl Shultz is an M.B.A., CPA, and CGMA. He has extensive experience serving as a financial executive with Fortune 500 companies and Big Four public accounting firms, consulting for small to large companies and individuals, and leading a range of accounting and financial functions. Carl has played a key role in building new companies and key financial functions to improve net income, install controls, establish audit functions, and manage large complex projects to successful, timely completion on or under budget. Currently, Carl provides financial and tax preparation and planning to individuals and small businesses. He is the Managing Director of CFS Consulting, LTD, which also provides financial, internal control, and administrative consulting services. He is an adjunct professor of accounting at Rider University and Philadelphia University. Carl has lectured at professional seminars and to groups on financial accounting and tax matters. He is also a valued discussion leader for Surgent Professional Education, which offers CPA CPE courses throughout the United States. He has published in such professional journals as Taxation for Accountants, Taxation for Lawyers, and Controller’s Quarterly. Carl is a graduate of La Salle University with a degree in accounting and has also earned an MBA degree from Drexel University in finance and accounting. Carl is a decorated veteran of the Vietnam War, where he served as an officer in the U.S. Army.

PRICING

$379.00 - Nonmember

$279.00 - Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent